Head – Investment Products

Role Overview

We are looking for an experienced and result-oriented Head – Investment Products to lead and manage our investment product vertical, with a primary focus on PMS, AIF and other HNI-focused investment solutions.

Key Responsibilities

• Lead the Investment Products vertical and drive business growth.
• Manage and develop product offerings including PMS, AIF and other HNI investment products.
• Build and maintain strong relationships with HNI/UHNI clients, distributors, wealth managers and financial intermediaries.
• Identify suitable investment opportunities and product solutions for clients based on their investment requirements.
• Coordinate with AMCs, PMS providers, AIF managers and other product partners.
• Develop product knowledge, sales strategies and market insights for the team.
• Support the team in client acquisition, product presentations and business conversion.
• Track market trends, competitor offerings and new investment products.
• Ensure proper product communication, documentation and regulatory compliance.
• Achieve business and revenue targets for the Investment Products division.

Candidate Profile

• Experience in PMS, AIF, Wealth Management, Investment Products or HNI Client Servicing.
• Strong understanding of financial markets and investment products.
• Excellent communication, presentation and relationship-management skills.
• Ability to independently manage the Investment Products vertical.
• Strong network among HNI clients, distributors and financial intermediaries will be an added advantage.
• Target-oriented with strong business development capabilities.

Pay: From ₹550,000.00 per year

Benefits:

• Provident Fund

Work Location: In person